Some while back, in July 2016, I wrote a weekly view – “The Rewards of Venturing Off-Piste” – about our enthusiasm for the Vietnamese equity market. This followed our initiation of a small investment within the equity portion of our multi-asset funds. More recently, in February, my UK-based colleague James Sullivan also extolled the country’s
Shaun McDade’s interview with Lindsay Williams on FMR103.1’s Fine Business Radio show, September 26th, 2017. [Source: FMR103.1 – Lindsay Williams – September 26th, 2017]
Is it time to buy the dollar? After a 10+% decline in the DXY Index so far this year, it is tempting to think so, and it is something that’s been the subject of discussion among the members of our investment committee during recent weeks. It is probably fair to say that some of the
Shaun McDade, Managing Director of MitonOptimal (Guernsey) and Head of International Portfolio Management, discusses the markets during Q2-2017 and the short term outlook from an asset allocation perspective. A more detailed print version of Shaun’s update can be found below. MitonOptimal Quarterly Review Q2-2017 isalso available via Vimeo.
Shaun McDade of MitonOptimal Portfolio Management in Guernsey appears in the latest Asset TV – DFM Masterclass. In this Masterclass on discretionary fund management, a panel of experts discuss their views on the current market, inflation figures, investment strategies, asset allocation and what they will find focus on managing portfolios over the next five years.
Hawkish comments from the heads of both the ECB and Bank of England, which followed on from another (widely expected) US interest rate rise, sent bonds and equities into retreat at the end of June and took the shine off what was an otherwise decent quarter in most markets. Though the scale of the sell-off